t*******o
发帖数: 1464 | 1 怎么解读？我怎么感觉是 BMY把EXEL抛弃了，是吧？
关键句: Given the recent progress of BMS' wholly-owned oncology pipeline and
positive data generated by XL184, Exelixis and BMS were not able to align
on the scope
http://www.streetinsider.com/Press+Releases/Exelixis+Regains+Full+Rights+to+Develop+and+Commercialize+XL184/5744353.html
Exelixis Regains Full Rights to Develop and Commercialize XL184
1:15a ET June 21, 2010 (Business Wire)
Exelixis, Inc. (Nasdaq:EXEL) today announced that it has regained full
rights to develop and commercialize XL184. Exelixis and Bristol-Myers Squibb
Company (BMS) entered into a global development collaboration for XL184,
the clinically most advanced MET inhibitor, in December 2008. Under the
agreement, BMS and Exelixis had originally agreed to certain clinical
development plans, and Exelixis maintained key rights regarding timing and
funding of current and future clinical trials. Given the recent progress of
BMS' wholly-owned oncology pipeline and positive data generated by XL184,
Exelixis and BMS were not able to align on the scope, breadth and pace of
the ongoing clinical development of XL184. As a result, BMS returned XL184
to Exelixis, thereby giving Exelixis the opportunity to advance the program
as originally envisioned. BMS will make a payment to Exelixis of $17 million
in connection with the return of XL184.
"We believe in the clinical and commercial potential of XL184 in a broad
array of cancer indications. The data that we recently presented at ASCO
were encouraging," said George A. Scangos, Ph.D., president and chief
executive officer of Exelixis. "We certainly understand BMS' need to make
pipeline and prioritization decisions, but from Exelixis' perspective, XL184
is our most advanced compound, the data are encouraging, and we need to
rapidly develop the compound in indications justified by the data, including
medullary thyroid cancer, glioblastoma, and potentially some of the major
tumor types being evaluated in the randomized discontinuation trial. We
regret BMS' decision, but we are pleased to now have the opportunity to
develop XL184 independent of divergent pipeline and portfolio considerations
. It is a sign of the strength of our relationship that we could achieve
this outcome for XL184 at the same time that we continue our positive
collaborations around a number of other compounds. We have the resources to
take XL184 forward on our own for some time and we see several attractive
longer term options, which we are currently evaluating."
XL184 Clinical Development Program
XL184 is currently being evaluated in 13 tumor types across multiple
clinical trials. As recently reported at the 2010 Annual Meeting of the
American Society of Clinical Oncology (ASCO) in early June, in an expanded
cohort in phase 1 of patients with medullary thyroid cancer, XL184
demonstrated a 29% response rate, with a median duration of response that
had not yet been reached, with a range of 4 to 35+ months. XL184 is
currently being evaluated in a pivotal phase 3 clinical trial in patients
with medullary thyroid cancer. Assuming positive results from the pivotal
trial, Exelixis anticipates submitting a new drug application (NDA) with the
Food and Drug Administration for XL184 in this indication in 2011. Also as
reported at the 2010 ASCO Annual Meeting, in a phase 2 clinical trial in
patients with recurrent glioblastoma, XL184 demonstrated a 30% response rate
when dosed at 125 mg daily, with a median duration of response of 5.1
months. Exelixis expects to initiate a phase 3 pivotal trial in recurrent
glioblastoma in the year-end 2010 time frame. In addition, as reported at
the 2010 ASCO Annual Meeting, objective responses with XL184 have been
observed in patients with refractory melanoma, non-small cell lung cancer (
NSCLC) (both as a single agent and in combination with erlotinib),
hepatocellular carcinoma, prostate and ovarian cancers in an ongoing
adaptive randomized discontinuation trial (RDT). Exelixis expects to
prioritize tumor types from the RDT for further development early in 2011.
The detailed safety and efficacy data regarding XL184 reported at the 2010
ASCO Annual Meeting are available in the four XL184 press releases issued by
Exelixis on May 20, 2010, which are available under "Investors" on Exelixis
' website, www.exelixis.com. | M***m
发帖数: 762 | 2 顶一下.
and
Squibb
【在 t*******o 的大作中提到】
: 怎么解读？我怎么感觉是 BMY把EXEL抛弃了，是吧？
: 关键句: Given the recent progress of BMS' wholly-owned oncology pipeline and
: positive data generated by XL184, Exelixis and BMS were not able to align
: on the scope
: http://www.streetinsider.com/Press+Releases/Exelixis+Regains+Full+Rights+to+Develop+and+Commercialize+XL184/5744353.html
: Exelixis Regains Full Rights to Develop and Commercialize XL184
: 1:15a ET June 21, 2010 (Business Wire)
: Exelixis, Inc. (Nasdaq:EXEL) today announced that it has regained full
: rights to develop and commercialize XL184. Exelixis and Bristol-Myers Squibb
: Company (BMS) entered into a global development collaboration for XL184,
| j*****7
发帖数: 4348 | 3 没错， 对EXEL天大的利空， 比我原来听说的要坏多了。 | w*******d
发帖数: 3714 | | j*****7
发帖数: 4348 | | M***m
发帖数: 762 | 6 要不要割肉, $5.05 进的?
【在 j*****7 的大作中提到】
: 严重水下，没敢补。
| x****u
发帖数: 598 | | j*****7
发帖数: 4348 | 8 先不AD了吧。
XL-184被退回来两次了（GSK和BMS）， 我估计EXEL没有勇气再自己独自开发， 闹不好
要下马。
和其它公司的partnership deal虽然今年肯定能出来一个， 但是很可能是early stage
的。 |
|
